DHJJ Financial Advisors’s BP BP Stock Holding History

DHJJ Financial Advisors’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.1K	Hold	355	–	–	﹤0.01%	589
2026 Q1	$16.7K	Hold	355	–	–	0.01%	551
2025 Q4	$12.3K	Hold	355	–	–	﹤0.01%	554
2025 Q3	$12.2K	Hold	355	–	–	﹤0.01%	541
2025 Q2	$10.6K	Sell	355 -128	-27%	-$3.75K	﹤0.01%	541
2025 Q1	$16.3K	Hold	483	–	–	0.01%	453
2024 Q4	$14.3K	Hold	483	–	–	0.01%	455
2024 Q3	$15.2K	Hold	483	–	–	0.01%	444
2024 Q2	$17.4K	Hold	483	–	–	0.01%	389
2024 Q1	$18.2K	Hold	483	–	–	0.01%	377
2023 Q4	$17.1K	Hold	483	–	–	0.01%	378
2023 Q3	$18.7K	Buy	+483	New	+$17.9K	0.01%	363

Other funds holding BP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

DHJJ Financial Advisors's BP Position: Q2 2026 in Review

DHJJ Financial Advisors held its BP (BP) position steady in Q2 2026 at 355 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

DHJJ Financial Advisors first reported a position in BP in Q3 2023 and has held it in 12 quarters since. The position peaked at $18.7K in Q3 2023. 1,171 funds tracked by Wall St. Rank hold BP as of Q2 2026.

DHJJ Financial Advisors held 355 shares of BP worth $13.1K as of Q2 2026.
DHJJ Financial Advisors left its BP share count unchanged in Q2 2026.
BP made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #589 holding.
DHJJ Financial Advisors first reported a position in BP in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's BP position peaked at $18.7K in Q3 2023.
1,171 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.